Mahindra Mutual Fund- 

Mahindra Manulife Flexi Cap Fund

By Rajendra

Apr 14, 2023

Scheme Analysis

Category 

Flexi Cap

Inception

Aug 23, 2021

Benchmark

Nifty 500

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AUM  - 1,077 Cr

Fund Manager

Fatema Pacha & Manish Lodha

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Mahindra Flexi Cap Yojana

Rule based diversification for optimum performance in changing market cycles

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Top 5 Holding

HDFC Bank

Reliance

Infosys

LTI Mindtree

Larson & Toubro

6.24

5.47

4.89

3.38

2.89

Total  -  22.87

– Flexibility to invest in opportunities across market capitalization

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Financial Service

Capital Good

Information Technology

Top 5 Sector

23.97

13.57

11.52

8.54

6.67

Automobile

Oil & Gas

– Bottom up stock selection process

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Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

51.83%

36.53%

Mahindra Manulife Flexi Cap Fund

Small Cap

11.64%

– Top down approach to select sectors

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30 Nov. 2022

1 Year

3 Year

Since Inception

Period

Returns

8.30%

-

10.58%

Management through diversification of holdings and disciplined approach to monitor individual stock position

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Nov. 2022

1 Year

3 Year

16 Month

Period

Value

12,874

-

17,099

Returns

13.84%

-

9.85%

Monthly SIP of 1,000